Animal Spirits: Are You Middle Class?

On today’s show we discuss our experience at Future Proof, melt-up possibilities in the stock market, what’s left for ETFs, how many people are actually in the middle class, the death of the minivan, housing prices vs. demographics, cutting the cord, why Twitter is getting worse and much more.

Talk Your Book: Opportunities in Commercial Real Estate Debt

On today’s show, we are joined by Richard Byrne, President of Benefit Street Partners to discuss the chaos within the commercial office space sector, the opportunity for commercial real estate debt, what separates one asset manager from another, how real estate lending works, and much more!

My Career Path

“What do you want to do?” “I want to work in a cool job with cool people.” “OK…doing what exactly?” “um…well…I mean…” This was a conversation that occurred in my senior year of college with the guidance counselor. I knew I wanted to work in finance in some capacity because I liked numbers, but beyond…

Talk Your Book: Investing in Free Cash Flow

On today’s show, we spoke with Michael Mack, Associate Portfolio Manager for Victory Capital to discuss how to calculate free cash flow, if the Mag 7 would have shown up on a free cash flow screen, avoiding value traps, sector exposure within high free cash flow strategies, and much more!